|
1
|
|
$524M
|
-$13M
|
-116,619
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$223M
|
-$18.3M
|
-164,203
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$186M
|
+$14.8M
|
+132,735
|
+9%
|
|
|
4
|
|
$153M
|
-$15.2M
|
-135,779
|
-9%
|
|
|
5
|
Bank of New York Mellon
New York
|
$113M
|
+$5.27M
|
+47,183
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$111M
|
+$21M
|
+187,597
|
+23%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$104M
|
-$4.7M
|
-42,101
|
-4%
|
|
|
8
|
IMA Advisory Services
Denver,
Colorado
|
$93.7M
|
+$95.2M
|
+851,724
|
New
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$62.5M
|
-$5.66M
|
-50,694
|
-8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$54.9M
|
+$1.72M
|
+15,374
|
+3%
|
|
|
11
|
|
$46.9M
|
-$1.66M
|
-14,860
|
-3%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$44.3M
|
+$1.37M
|
+12,239
|
+3%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$35.6M
|
+$1.59M
|
+14,187
|
+5%
|
|
|
14
|
SEI Investments
Oaks,
Pennsylvania
|
$31M
|
-$516K
|
-4,616
|
-2%
|
|
|
15
|
|
$29.7M
|
+$640K
|
+5,730
|
+2%
|
|
|
16
|
|
$27.8M
|
-$856K
|
-7,659
|
-3%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$27.6M
|
-$4.15M
|
-37,162
|
-13%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.3M
|
+$371K
|
+3,324
|
+1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.3M
|
+$2.36M
|
+21,091
|
+10%
|
|
|
20
|
Essential Planning
Portsmouth,
New Hampshire
|
$26.1M
|
+$25.7M
|
+229,904
|
+6,219%
|
|
|
21
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$23.4M
|
-$2.23M
|
-19,999
|
-9%
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$21M
|
+$7.71M
|
+68,980
|
+57%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$21M
|
+$21.3M
|
+190,488
|
New
|
|
|
24
|
Rockefeller Capital Management
New York
|
$20.9M
|
+$2.74M
|
+24,550
|
+15%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$20.7M
|
-$331K
|
-2,963
|
-2%
|
|
